Added to YB: 2026-08-17
Pitch date: 2026-08-13
AMZN [neutral]
Amazon.com, Inc.
-0.84%
current return
Author Info
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Company Info
Amazon.com, Inc. engages in the retail sale of consumer products, advertising, and subscriptions service through online and physical stores in North America and internationally.
Market Cap
$2.9T
Pitch Price
$264.88
Price Target
N/A
Dividend
N/A
EV/EBITDA
16.02
P/E
21.32
EV/Sales
3.85
Sector
Broadline Retail
Category
N/A
Amazon: What makes it so difficult to challenge?
AMZN (deep dive): Wide-moat analysis across 4 powers — Scale Economies (strongest, fulfillment + AWS custom silicon), Network Economies (60%+ 3P sellers), Switching Costs (AWS lock-in), Process Power (Prime fulfillment). Gross margin ~50% (from 27%), op margin 11% (AWS 39%). 20yr stock ~200x vs S&P. Biggest threat: regulation; also AI agents, Cloud commoditization. Stable outlook.
Read full article (12 min)